- Register the death and obtain copies of the death certificate (only if instructed);
- Arrange the funeral (only if instructed);
- Send notifications of death to family members and friends (only if instructed);
- Regularly visit the deceased’s unoccupied property in accordance with the terms granted by their insurance or arrange adequate household insurance for this purpose (only if instructed);
- Assist with sorting through the deceased’s paperwork, possessions or property (only if instructed);
- Send notifications of death to financial institutions, Government organisations, utilities and household contacts;
- Review of all paperwork relating to assets and liabilities of the estate;
- Ascertain whether there is any entitlement to bereavement allowances or benefits;
- Finalise the income tax and capital gains tax position of the deceased at the date of death;
- Review the terms of the Will and any related codicils or deeds of variation;
- Ascertain who the beneficiaries are;
- Identify the composition of the estate and ascertain whether a grant is needed;
- Calculate the gross and net values of the estate and ascertain the Inheritance Tax due (if any);
- Claim all known relevant reliefs, Nil Rate Band and Residence Nil Rate Band allowance (if applicable);
- Preparation of the claim to transfer the unused Nil Rate Band allowance from a predeceased spouse (if applicable);
- Preparation of the claim to transfer the unused Residence Nil Rate Band allowance from a predeceased spouse (if applicable);
- Preparation and submission of the relevant Inheritance Tax account;
- Drafting of the statement of truth;
- Prepare application for a grant of probate / grant of administration;
- Apply for the Grant of Probate / grant of administration on your behalf and deal with any queries raised from the Court;
- Open a designated bank account for the deceased’s estate;
- Registering the Grant with the known organisations holding assets and collecting in said assets and facilitate the sale of estate goods and property;
- Pay the debts of the estate including outstanding tax liabilities;
- Advise on and place a statutory advertisement;
- Advise you of any income tax or capital gains tax for the estate during the administration period;
- Make payment of the assets to the beneficiaries per the Will or rules of intestacy;
- Prepare estate tax returns and notify you of any income tax or capital gains tax due;
- Prepare full Estate accounts.